MEMBER TYPE, “MP” (except student member must be set as ST at all times)

MEMBER TYPE, “MP” (except student member must be set as ST at all times)

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TRUSTEE members should always have the business address flagged for the billing and the home address flagged as the preferred mailing address for their publications.

TRUSTEE members should always have the business address flagged for the billing and the home address flagged as the preferred mailing address for their publications.

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STUDENT members should always have the home address flagged for the billing and preferred address.

STUDENT members should always have the home address flagged for the billing and preferred address.

(The above information is for personal members only)

(The above information is for personal members only)

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IN ALA WINDOW ENTER:

+

'''IN ALA WINDOW ENTER:'''

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WORK PHONE (might be different form the one attached to the org. record. Make sure work phone from organization doesn’t populate in member’s record)

WORK PHONE (might be different form the one attached to the org. record. Make sure work phone from organization doesn’t populate in member’s record)

(If the person is a student and the organization is a school with a phone number listed, remove the school’s phone number from the student’s record. It will populate the work phone field after you have saved the information). Some students have legitimate work phone numbers that they have written on their form, you may enter it in their record.

(If the person is a student and the organization is a school with a phone number listed, remove the school’s phone number from the student’s record. It will populate the work phone field after you have saved the information). Some students have legitimate work phone numbers that they have written on their form, you may enter it in their record.

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FAX PHONE (this may be different then the one attached to the org. record)

FAX PHONE (this may be different then the one attached to the org. record)

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EMAIL ADDRESS

EMAIL ADDRESS

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HOME PHONE

HOME PHONE

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Set COMMUNICATION PREFERENCES

Set COMMUNICATION PREFERENCES

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ORGANIZATION TYPE ( student at library school always “13”)

ORGANIZATION TYPE ( student at library school always “13”)

Click on save and write down membership number at top of application.

Click on save and write down membership number at top of application.

Revision as of 16:29, 18 August 2008

SETTING UP NEW RECORDS IN IMIS10

TO GET NEW BLANK SCREEN CLICK ON NEW AT BOTTOM LEFT OF MAIN SCREEN.

USE FIND “NAME” TO DETERMINE WHETHER THE PERSON IS IN THE DATA BASE. IT COULD BE SET UP AS A “PM” RECORD. IF SO USE THIS RECORD AND ENTER THE CURRENT INFORMATION FOUND ON THE APPLICATION. MAKE THE MEMBER TYPE “MP”.

YOU WILL NEED THE MAIN WINDOW OPEN AS WELL AS THE ALA TAB.
ON MAIN SCREEN ENTER:

MEMBER TYPE, “MP” (except student member must be set as ST at all times)
FIRST, LAST & MIDDLE NAME, TITLE, ID NUMBER OF ORGANIZATION (school for students)

(If the form is for an organization, do no put a first, middle, last name, title, home address in record).

ORGANIZATION ID NUMBER
CLICK ON HOME ADDRESS TAB, AND ENTER INFORMATION
SELECT PROPER MAIL FLAG AT THIS TIME (home or work)

The system will automatically flag the business address as the preferred mailing address. You must remember to place the flag in the appropriate field for persons wanting their mail sent home.

TRUSTEE members should always have the business address flagged for the billing and the home address flagged as the preferred mailing address for their publications.

STUDENT members should always have the home address flagged for the billing and preferred address.
(The above information is for personal members only)

IN ALA WINDOW ENTER:

WORK PHONE (might be different form the one attached to the org. record. Make sure work phone from organization doesn’t populate in member’s record)
(If the person is a student and the organization is a school with a phone number listed, remove the school’s phone number from the student’s record. It will populate the work phone field after you have saved the information). Some students have legitimate work phone numbers that they have written on their form, you may enter it in their record.

FAX PHONE (this may be different then the one attached to the org. record)

EMAIL ADDRESS

HOME PHONE

Set COMMUNICATION PREFERENCES

ORGANIZATION TYPE ( student at library school always “13”)
Click on save and write down membership number at top of application.
GO BACK TO ALA SCREEN AND ENTER:
PRIMARY WORK AREA (personal record only) Library student always “92”
RESPONSIBILITY TYPE (personal record only). Student always “07”
Click on save again.